IShares MSCI USA Value Factor and iShares Edge MSCI USA Value Factor ETFs construct a sector-neutral basket of the cheapest U.S. stocks, mitigating the impact of sector biases that plague more traditional value indexes. While the funds take on more risk than the Russell 1000 Value Index, they should provide better risk-adjusted returns over the long run.
Morningstar’s Analysis VLUE
Will VLUE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date
- Equity Holdings 147
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD